Panic or No Panic? | Macro Mondays: June 8, 2026

About this episode

Andreas Steno Larsen and Mikkel Rosenvold analyze the market's reaction to the latest jobs report and discuss its implications for growth and risk assets.

Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. Timestamps: 01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk 03:15 - Real Vision Updates, Alpha Access, and This Week’s Schedule 05:40 - What Actually Caused Friday’s Market Selloff? 07:21 - Nasd...

People in this episode

Hosts: Andreas Steno Larsen, Mikkel Rosenvold

Topics covered

• market reaction
• jobs report
• growth
• labor markets
• liquidity
• risk assets

Keywords

• market selloff
• jobs report
• Red Friday
• liquidity
• risk assets
• labor markets
• growth

Mentioned in this episode

Places: Middle East

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